Key Points Netflix (NASDAQ:NFLX) has not performed well over the past year. The company’s financial results haven’t been strong, engagement on its platform isn’t meeting market standards, and competition in the streaming industry is heating up. Can Netflix bounce back and still perform well over the long run? Recent reports suggest that the company is … Read more
September Is Wall Street’s Worst Month. Here’s Why You Shouldn’t Worry
The whipping post
I’ll explain why September has earned its bad reputation on Wall Street and I’ll also tell you why I believe any weakness could create some compelling opportunities Listen to the audio version of this article (generated by AI). We all know the feeling when September comes around. It’s back-to-school time. If you ever read the Peanuts … Read more
Is General Motors a Buy After Its C$1B+ Canadian Investment Pledge?
The whipping post
General Motors’ GM latest agreement with Unifor strengthens its commitment to Canadian manufacturing, with more than C$1 billion in investments tied to the company’s Ontario operations. The three-year contracts, covering more than 4,600 workers, were approved by union members. The deal follows a similar agreement Unifor reached with Ford F in July, including 3% annual … Read more
Nvidia Just Delivered Bad News for AMD and Intel
Key Points Nvidia is largely known for its graphics processing units (GPUs), which play a pivotal role in training large language models. However, the company also launched a newer chip product last quarter that is experiencing incredible growth. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) recently delivered blowout second-quarter earnings that … Read more
Analysts Expect AI Capex to Reach $800 Billion in 2026. That Number Could Actually Surpass $1 Trillion. Here Are 2 Stocks That Will Benefit.
Key Points The global data center build-out is well on its way. According to consensus estimates, tech companies are expected to deploy roughly $800 billion in capital this year to scale AI infrastructure. Investment is only expected to grow from here. Research from McKinsey & Co. projects AI capex to reach $7 trillion globally by … Read more